ADV PART 2 APPENDIX 1

Appendix 1 of Form ADV Wrap Fee Program Brochure For Clients and Prospective Clients September 22, 2026 6025 Brookvale Lane, Suite 160 Knoxville, TN 37919 (865)226-9982 ____________________________________________________________________________________ This wrap fee program brochure provides information about the qualifications and business practices of TVAMP, LLC (also referred to as we, us and TVAMP throughout this disclosure brochure). If you have any questions about the contents of this disclosure brochure, please contact Jeffrey B. Foster at 865-226- 9982 or jeff.foster@tvamp.com. The information in this disclosure brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about TVAMP is also available on the SEC’s website at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for TVAMP, LLC or our firm’s CRD number 160321. Registration as an investment advisor does not imply a certain level of skill or training.  Item 2 – Material Changes TVAMP encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you have with the Advisor. Since our last annual updating amendment filed on March 18, 2026, TVAMP has made the following changes: References to Services Offered Outside the TVAMP Program TVAMP has updated this Wrap Fee Program Brochure to reference services TVAMP offers outside the TVAMP Program, including the management of held-away accounts (such as employer-sponsored retirement plan accounts) through Pontera, a third-party order management platform, and asset management services provided through unaffiliated sub-advisers. These services, and the fees and conflicts of interest associated with them, are described in TVAMP's separate Form ADV Part 2A Disclosure Brochure. Correction to Affiliations Disclosure Item 9 has been corrected to remove a statement that TVAMP does not have a related person that is an accountant or accounting firm. As disclosed in Item 9, TVAMP is affiliated with TVAMP Tax Planning LLC, an accounting firm, through common ownership. Termination of Asset Management Services TVAMP has added disclosure in Item 4 describing how asset management services terminate and how advisory fees are handled for terminating accounts, including when advisory fees stop accruing, the option to direct an immediate stop, the proration and refund of prepaid fees, and the treatment of accounts transferred without written notice. We will ensure that you receive a summary of material changes, if any, to this and subsequent disclosure brochures within 120 days after our fiscal year ends. Our fiscal year ends on December 31 so you will receive the summary of material changes, if any, no later than April 30 each year. At that time, we will also offer a copy of the most current disclosure brochure. We may also provide other ongoing disclosure information about material changes, as necessary. Item 3 – Table of Contents Appendix 1 of Form ADV .............................................................................................................................. 1 Item 2 – Material Changes ............................................................................................................................ 2 Item 3 – Table of Contents ............................................................................................................................ 2 Item 4 – Services, Fees and Compensation ................................................................................................. 4 Item 5 – Account Requirements and Types of Clients .................................................................................. 7 2 TVAMP, LLC Disclosure Brochure Appendix  Item 6 – Portfolio Manager Selection and Evaluation ................................................................................... 8 Types of Advisory Services .............................................................................................................. 8 Performance-Based Fees .............................................................................................................. 11 Methods of Analysis ....................................................................................................................... 11 Voting Client Securities .................................................................................................................. 13 Item 7 – Client Information Provided to Portfolio Managers ....................................................................... 13 Item 8 - Client Contact with Portfolio Managers.......................................................................................... 13 Item 9 - Additional Information .................................................................................................................... 14 Disciplinary Information .................................................................................................................. 14 Other Financial Industry Activities and Affiliations ......................................................................... 14 Code of Ethics Summary ............................................................................................................... 15 Account Reviews and Reviewers ................................................................................................... 16 Client Referrals and Other Compensation ..................................................................................... 17 Financial Information ...................................................................................................................... 19 Additional Locations ................................................................................................................................. 20 3 TVAMP, LLC Disclosure Brochure Appendix  Item 4 – Services, Fees and Compensation TVAMP, LLC (“TVAMP” or “we”) is the sponsor of the TVAMP Asset Management Program (“TVAMP Program”), a wrap fee program developed through an arrangement using LPL Financial Corporation’s (“LPL”) Strategic Wealth Management platform. Through the TVAMP Program, we provide investment management services, including providing continuous investment advice to and making investments for you based on your individual needs. Through this service, we offer a customized and individualized investment program. A specific asset allocation strategy and suitability profile is crafted to focus on your specific goals and objectives. Your information should be updated regularly, but at a minimum every 2 years. TVAMP Program accounts are custodied at LPL in its capacity as a registered broker/dealer, member FINRA/SIPC. LPL is also an investment advisor registered with the SEC, but does not serve as an investment advisor for you through the TVAMP Program. LPL provides clearing, custody and other brokerage services for accounts established through the TVAMP Program. Therefore, you are required to establish a brokerage account(s) through LPL’s Strategic Wealth Management platform. Separate accounts are maintained for you, and you retain all rights of ownership of your accounts (e. g., the right to withdraw securities or cash, exercise or delegate proxy voting, and receive transaction confirmations). TVAMP Program accounts allow you to authorize us to purchase and sell, on a discretionary or non- discretionary basis, portfolios consisting of securities and investments. We may limit our discretion with respect to your account and the securities eligible to be purchased for your account. See, Limits Advice to Certain Types of Investments under Item 6 – Types of Advisory Services During any month that there is activity in the TVAMP Program account, you receive a monthly account statement from LPL showing account activity as well as positions held in the account at month end. Additionally, you receive a confirmation of each transaction that occurs within the TVAMP Program account unless the transaction is the result of a systematic purchase, redemption or exchange. You also receive a detailed quarterly report showing performance, positions, and activity. All account data and statements are also available on-line through the account view portal through LPL. For our asset management services, we provide three options for billing our clients. Clients can be charged a flat annual fee of up to 2.0% dependent upon the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the relationship of the client and the investment adviser representative; the client can be charged a flat dollar amount (assessed quarterly or annually); the client can enter into the tiered fee schedule: Allowable Fee, % Up to 2.00% Up to 1.75% Up to 1.50% Up to 1.25% Up to 1.00% Account Value On first $100,000 On next $200,000 On next $450,000 On next $750,000 On all other assets A minimum fee or fixed quarterly fee may apply in certain circumstances, as set forth in the client agreement. There is a minimum account size of $50,000. However, exceptions to the minimum account requirements may be granted at the sole discretion of the advisor. 4 TVAMP, LLC Disclosure Brochure Appendix  Fees charged for our asset management services are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the relationship of the client and the investment adviser representative. Fees charged for our asset management services are charged based on a percentage of assets under management, billed in advance (at the start of the billing period) on a quarterly calendar basis and calculated based on the fair market value of your account as of the last business day of the previous billing period. Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period. If asset management services commence in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed. All withdrawals during the billing period, with the exception of adjustments for the deduction of advisory fees, will be adjusted based on the number of days left in the billing period when calculating the next advisory fee. LPL is responsible for tracking changes in AUM, and the advisory fee is adjusted accordingly based on the Custodian’s calculation practices. TVAMP reviews the Custodian’s calculations for accuracy as part of its fiduciary oversight. Termination of Asset Management Services You may terminate asset management services at any time by providing written notice to TVAMP. Your written notice begins a wind-down period during which TVAMP remains the investment adviser of record on your account and continues to provide services, including monitoring the account and assisting with liquidations, raising cash, and transfer paperwork. Advisory fees continue to accrue during the wind-down period and stop on the earliest of the date your assets transfer out of the account, the date the account is deactivated with the qualified custodian, or seven (7) days after TVAMP receives your written notice. You may instead direct TVAMP in writing to cease services immediately, in which case your account will be deactivated and advisory fees will stop as of that date. If TVAMP terminates services by providing written notice to you, advisory fees stop as of the effective date stated in TVAMP’s notice. Account deactivation is processed by the qualified custodian, and processing generally takes one to three business days from TVAMP’s deactivation request; the deactivation date is determined by the custodian’s processing procedures, not by TVAMP. In all cases, advisory fees stop no later than seven (7) days after TVAMP receives your written notice, and any prepaid fees for the period after fees stop are refunded as described below. Because advisory fees are billed in advance, any fees paid for the period after fees stop are prorated and refunded, generally through a credit applied to your account as part of the custodian’s fee adjustment process or, if your account has been closed or transferred before a credit can be applied, by direct payment to you. If you transfer your account without providing written notice (for example, by initiating a transfer to another financial institution), advisory fees stop when the assets transfer out of the account, and any prepaid fees for the period after that date are prorated and refunded in the same manner. Custodial, program, platform, and fund-level fees charged by parties other than TVAMP are not advisory fees and may continue to accrue until your account is closed or deactivated. TVAMP believes that its annual fee is reasonable in relation to (1) services provided and (2) the fees charged by other investment advisers offering similar services/programs. However, our annual investment advisory fee may be higher than that charged by other investment advisers offering similar services/programs. In addition to our compensation, you may also incur charges imposed at the mutual fund level (e.g., advisory fees and other fund expenses). 5 TVAMP, LLC Disclosure Brochure Appendix  Prior to engaging us to provide investment management services, you are required to enter into a formal investment advisory agreement with us setting forth the terms and conditions, including the amount of investment advisory fees, under which we manage your assets and also a separate custodial/clearing agreement with LPL. If you choose to have the investment advisory fees deducted from your account, you must authorize the qualified custodian(s) of your account to deduct fees from your account and pay such fees directly to TVAMP. Our firm will send you a billing statement prior to the time that fee deduction instruction is sent to the qualified custodian(s) of your account. The billing statement will detail the formula used to calculate the fee, the assets under management and the time period covered. You should review your account statements received from the qualified custodian(s) and verify that appropriate investment advisory fees are being deducted. The qualified custodian(s) will not verify the accuracy of the investment advisory fees deducted. If you choose to pay the fees after receiving a statement, fees are due upon your receipt of a billing notice sent directly to you. The billing notice will detail the formula used to calculate the fee, the assets under management and the time period covered. Fees for the services of our firm will be due immediately after your receipt of the billing notice. The TVAMP Program account is a wrap fee account, meaning you do not pay transaction charges associated with trade execution. The TVAMP Program may cost you more or less than if the assets were held in a traditional brokerage account. In a brokerage account, you are charged commissions for each transaction, and the representative has no duty to provide ongoing advice with respect to the account. If you plan to follow a buy and hold investment strategy for the account or do not wish to purchase ongoing investment advice or management services, you should consider opening a brokerage account rather than a TVAMP Program account. TVAMP does not receive any portion of such commissions or fees from you or the qualified custodian. In addition, you may incur certain charges imposed by third parties other than TVAMP in connection with investments made through your account including, but not limited to, mutual fund sales loads, 12(b)-1 fees and surrender charges, variable annuity fees and surrender charges, IRA and qualified retirement plan fees, and charges imposed by the qualified custodian(s) of your account. Management fees charged by TVAMP are separate and distinct from the fees and expenses charged by investment company securities that may be recommended to you. A description of these fees and expenses are available in each investment company security’s prospectus. TVAMP receives compensation in connection with client participation in advisory programs sponsored by LPL Financial. The amount of compensation received by TVAMP varies depending on the specific program selected. These differences are based on the fee structure of each program and the arrangements associated with LPL’s platform. As a result, TVAMP may receive higher compensation from certain programs than from others or than from other advisory arrangements. This creates a financial incentive for TVAMP to recommend advisory programs that result in higher compensation. TVAMP addresses this conflict through its fiduciary duty to act in the client’s best interest and through supervisory oversight of investment recommendations. Retirement Plan Rollover Recommendations – TVAMP does not recommend rollovers to our clients or prospects. The firm’s activities will be strictly limited to educating clients and prospects as to their options. 6 TVAMP, LLC Disclosure Brochure Appendix  Participation in Wrap Fee Programs TVAMP offers asset management services through our Asset Management Services Program, which is a wrap fee management program. In our wrap fee management program, the fee for advisory services (including portfolio management or advice regarding selecting other investment advisers) and transaction services are provided for one fee. Whenever a fee is charged to a client for services described in this Wrap Fee Program Brochure, we will receive all of a portion of the fee charged. In our wrap fee management program, you may elect to pay expenses under a “traditional” payment option meaning that advisory services are provided for a fee but transaction services are billed separately on a per-transaction basis, or you may elect the bundled “wrap fee” payment option meaning that advisory services (including portfolio management or advice regarding selecting other investment advisers) and transaction services are provided for one fee. Our Asset Management Services are considered a wrap fee program. Whenever a fee is charged to a client for services described in this Wrap Fee Program Brochure, we will receive all of a portion of the fee charged. From a management perspective, there is not a fundamental difference in the way we manage accounts that have elected the traditional payment option versus those that have elected the bundled wrap fee payment option. The only significant difference is the way in which transaction costs are paid. LPL Financial is the custodian for all WRAP Accounts Managed by TVAMP. As the custodian LPL Is responsible for the custody, pricing of assets and tracking the performance of the accounts. From time to time, we may receive expense reimbursement for travel and/or marketing expenses from distributors of investment products. Travel expense reimbursements are typically a result of attendance at due diligence and/or investment training events hosted by product sponsors. Marketing expense reimbursements are typically the result of informal expense sharing arrangements in which product sponsors may underwrite costs incurred for marketing such as advertising, publishing and seminar expenses. Although receipt of these travel and marketing expense reimbursements are not predicated upon specific sales quotas, the product sponsor reimbursements are typically made by those sponsors for whom sales have been made or it is anticipated sales will be made. We endeavor at all times to put your interests first as a part of our fiduciary duty. However, you should be aware that receiving additional compensation through nominal sales awards, expense reimbursements, etc. creates a conflict of interest that may impact our judgment when making advisory recommendations. Client Assets Managed by TVAMP The amount of client’s assets managed by us totaled $1,185,099,837 as of December 31, 2025. $1,174,287,250 is managed on a discretionary basis and $10,812,581 is managed on a non-discretionary basis. Item 5 – Account Requirements and Types of Clients Minimum Investment Amounts Required TVAMP requires a minimum of $50,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the relationship of the client and the investment adviser representative. You are required to execute a written agreement with TVAMP specifying the particular services in order to establish a client arrangement with TVAMP. 7 TVAMP, LLC Disclosure Brochure Appendix  Types of Clients TVAMP provides advisory services to Individuals and Pension and Profit Sharing plans. Item 6 – Portfolio Manager Selection and Evaluation TVAMP and its Investment Adviser Representatives act as the portfolio manager(s) for accounts receiving our Asset Management Services. Our Asset Management Service is considered a wrap fee program. For this service, we do not allow the use of portfolio managers that are not associated with TVAMP. In other words, the only portfolio managers selected for managing client assets for our Asset Management Services are Investment Adviser Representatives of TVAMP. Therefore, conflicts of interest present in other wrap fee programs that make available both affiliated and unaffiliated portfolio managers are not present in our wrap fee program. Because our Asset Management Services program does not provide for outside portfolio managers, we do not have procedures designed to select or review the performance of outside portfolio managers. Types of Advisory Services In addition to the management services described above, we provide financial planning services, consultation services, advisement services and pension consulting services. Our financial planning services include: • Written financial plans that can be full or modular (segmented) in nature. Fees are billed as either a fixed or hourly fee charge. Full financial plans include one-year of ongoing financial planning services at no additional fee. These on-going services can include consultations, reviews and updates regarding any topic found in the original financial plan. • Consultation services can be on any topic(s) of interest to you and are billed at an hourly or fixed fee rate. • Advisement consultations to participants in benefit plans (401(k) plans, profit sharing plans, etc.) provided on a one-time or on-going (one-year) basis. We make recommendations regarding asset allocation and investment selections for the investment portfolio in the plan. There is no fee charged. • Periodic newsletters that are educational and informational in nature provided to clients and prospective clients free of charge. • Workshops that are educational, informational and motivational in nature. Workshops are always offered free of charge and are provided on an impersonal basis and do not focus on the individual needs of the participants. • Seminars in areas such as financial planning, retirement planning, estate planning and charitable planning. No fees are charged, although we reserve the right to charge a fee to cover expenses if seminars are provided to larger groups such as corporations. • These educational activities are provided for informational purposes only and are not intended as a solicitation of investment advisory services. Any decision to engage TVAMP for advisory services is made separately and is subject to the execution of a written advisory agreement. • Management of held-away accounts (such as employer-sponsored retirement plan accounts) through the Pontera order management platform, and asset management services provided outside the TVAMP Program, including through unaffiliated sub-advisers. These services are not part of the TVAMP Program; they are described, together with the applicable fees, in our separate Disclosure Brochure. 8 TVAMP, LLC Disclosure Brochure Appendix  Please refer to our separate Disclosure Brochure for full details concerning our advisory services, fees, billing procedures and termination provisions. Limits Advice to Certain Types of Investments TVAMP provides investment advice on the following types of investments: Interests in Partnerships Investing in Real Estate Interests in Partnerships Investing in Oil and Gas Interests • Mutual Funds • Exchange Traded Funds (ETFs) • Exchange-listed Securities • Securities Traded Over-the-Counter • Foreign Issues • Warrants • Corporate Debt Securities • Commercial Paper • Certificates of Deposit • Municipal Securities • Variable Annuities that have been approved for inclusion in the LPL Platform • US Government Securities • Options Contracts on Securities • • TVAMP primarily recommends Mutual funds and although we generally provide advice only on the products previously listed, we reserve the right to offer advice on any investment product that may be suitable for each client’s specific circumstances, needs, goals and objectives. When providing asset management services, TVAMP typically constructs each client’s account holdings using Mutual funds to build diversified portfolios. It is not our typical investment strategy to attempt to time the market, but we may increase cash holdings modestly as deemed appropriate, based on your risk tolerance and our expectations of market behavior. We may modify our investment strategy to accommodate special situations such as low basis stock, stock options, legacy holdings, inheritances, closely held businesses, collectibles, or special tax situations. You have the ability to place reasonable restrictions on the types of investments that may be purchased in your account. Advisory Services Tailored to Individual Needs of Clients TVAMP’s services are always provided based on the individual needs of each client. This means, for example, that clients are given the ability to impose restrictions on the accounts we manage for them, including specific investment selections and sectors. We work with each client on a one-on-one basis through interviews and questionnaires to determine their investment objectives and suitability information. However, we reserve the right to not enter into an investment advisor relationship with a prospective client whose investment objectives may be considered incompatible with our investment philosophy or strategies or where the prospective client seeks to impose unduly restrictive investment guidelines. 9 TVAMP, LLC Disclosure Brochure Appendix  Wrap-Fee Program versus Portfolio Management Program We offer services through both wrap-fee programs and non-wrap fee programs. A wrap fee program is defined as any advisory program under which a specified fee or fees not based directly upon transactions in a client’s account is charged for investment advisory services (which may include portfolio management or advice concerning the selection of other investment advisers) and the execution of client transactions. Whenever a fee is charged to a client for services described in this brochure (whether wrap fee or non-wrap fee), we will receive all or a portion of the fee charged. WRAP Fee Program Disclosure As representative of LPL Financial, LLC, the investment advisor representatives of TVAMP have the ability to offer the WRAP account services conducted under the TVAMP SWM-ADV program. Although clients do not pay a transaction charge for transactions in a SWM-ADV account, clients should be aware that TVAMP pays LPL transaction charges for those transactions. The transaction charges paid by TVAMP vary based on the type of transaction (e.g., mutual fund, equity or ETF) and for mutual funds based on whether or not the mutual fund pays 12b-1 fees and/or recordkeeping fees to LPL. Transaction charges paid by the Advisor for equities and ETFs are $9. For mutual funds, the transaction charges range from $0 to $26.50. Because TVAMP pays the transaction charges in SWM-ADV accounts, there is a conflict of interest in cases where the mutual fund is offered at both $0 and $26.50. Clients should understand that because TVAMP pays these transaction charges, the cost of those charges is a factor that TVAMP considers when deciding which securities to select and how frequently to place transactions in a SWM-ADV account. This creates a conflict of interest because TVAMP has an incentive to consider its own costs when making investment decisions. In many instances, LPL makes available mutual funds in a SWM-ADV account that offer various classes of shares, including shares designated as Class A Shares and shares designed for advisory programs, which can be titled, for example, as “Class I,” “institutional,” “investor,” “retail,” “service,” “administrative” or “platform” share classes (“Platform Shares”). The Platform Share class offered for a particular mutual fund in SWM-ADV in many cases will not be the least expensive share class that the mutual fund makes available and was selected by LPL in certain cases because the share class pays LPL compensation for the administrative and recordkeeping services LPL provides to the mutual fund. Client should understand that another financial services firm may offer the same mutual fund at a lower overall cost to the investor than is available through SWM-ADV. In other instances, a mutual fund may offer only Class A Shares, but another similar mutual fund may be available that offers Platform Shares. Class A Shares typically pay LPL a 12b-1 fee for providing shareholder services, distribution, and marketing expenses (“brokerage- related services”) to the mutual funds. Platform Shares generally are not subject to 12b-1 fees. As a result of the different expenses of the mutual fund share classes, it is generally more expensive for a client to own Class A Shares than Platform Shares. An investor in Platform Shares will pay lower fees over time and keep more of his or her investment returns than an investor who holds Class A Shares of the same fund. LPL receives 12b-1 fees associated with certain mutual fund share classes. A portion of the compensation LPL receives is shared with its registered representatives pursuant to its compensation structure. As a result, TVAMP’s investment adviser representatives receive an indirect financial benefit from such fees. Other financial services firms may offer the same mutual fund at a lower overall cost to the investor than is available through the LPL Programs. TVAMP has a financial incentive to recommend Class A Shares in cases where both Class A and Platform Shares are available. This is a conflict of interest which might incline TVAMP, consciously or unconsciously, to render advice that is not disinterested. Although the client will not be charged a 10 TVAMP, LLC Disclosure Brochure Appendix  transaction charge for transactions, Advisor pays LPL a per transaction charge for mutual fund purchases and sales in the account. TVAMP generally does not pay transaction charges for Class A Share mutual fund transactions accounts but generally does pay transaction charges for Platform Share mutual fund transactions. Because TVAMP pays transaction charges for certain transactions, these costs are a factor that TVAMP considers when deciding which securities to select and whether or not to place transactions in the account. This creates a conflict of interest because TVAMP has an incentive to reduce its own costs when making investment decisions. Performance-Based Fees Performance-based fees are defined as fees based on a share of capital gains on or capital appreciation of the assets held in a client’s account. We do not receive performance-based fees. Methods of Analysis TVAMP primarily relies on fundamental analysis and asset allocation principles when providing investment advice. Fundamental analysis involves evaluating factors such as economic conditions, interest rate environments, market trends, and characteristics of specific investments including cost structure, diversification, and historical performance. TVAMP also evaluates third-party investment managers, model portfolios, and investment strategies offered through institutional advisory platforms. When selecting or recommending third-party managers or model portfolios, TVAMP considers factors such as: Investment Philosophy and Process • • Historical Performance • Risk Management Approach • Portfolio Diversification • Cost and Fee Structure The firm may also consider research and analysis provided by institutional research providers, program sponsors, or investment strategists. Investment Strategies TVAMP generally employs long-term investment strategies designed to align client portfolios with their investment objectives, time horizon, and tolerance for risk. Investment recommendations are typically based on strategic asset allocation principles intended to provide diversification across asset classes and investment styles. Client portfolios may include a combination of investments such as individual equity securities (stocks), fixed income securities (bonds), mutual funds, exchange-traded funds (ETFs), model portfolios, and third-party investment managers. In certain cases, portfolios may be managed through advisory programs offered by institutional platform providers or through third-party managers selected based on the client’s objectives and risk profile. TVAMP may recommend diversified portfolios designed to pursue growth, income, capital preservation, or a combination of these objectives. Portfolio allocations may be periodically rebalanced or adjusted based on changes in market conditions, investment opportunities, or changes in a client’s financial circumstances. In some circumstances, client accounts may utilize margin, which allows clients to borrow funds from 11 TVAMP, LLC Disclosure Brochure Appendix  a broker-dealer to purchase securities using the securities in the account as collateral. The use of margin increases both the potential gains and losses of an investment and can increase the volatility of an account. Clients who use margin will incur interest charges and must maintain minimum equity levels in their accounts as required by the broker-dealer. TVAMP does not typically recommend the use of margin as a primary investment strategy; however, margin may be available within certain brokerage accounts depending on the client’s account structure and investment objectives. Clients should carefully consider the risks associated with borrowing before utilizing margin. Risk of Loss Investing in securities involves risk of loss that clients should be prepared to bear. The value of investments may fluctuate due to changes in market conditions, economic developments, interest rates, and other factors that are beyond the control of TVAMP. Clients should understand that investment strategies and investments recommended by TVAMP involve varying degrees of risk and there can be no assurance that any investment strategy will achieve its intended objective. The principal risks associated with the investment strategies used by TVAMP include, but are not limited to, the following: Market Risk The value of securities may fluctuate due to general market conditions, economic developments, geopolitical events, interest rate changes, or changes in investor sentiment. Equity Risk Investments in individual stocks are subject to fluctuations in value due to company-specific developments, earnings changes, industry conditions, or broader market factors. Fixed Income Risk Investments in bonds and other fixed income securities are subject to risks including credit risk, interest rate risk, and the risk that the issuer may fail to meet its payment obligations. Interest Rate Risk When interest rates rise, the value of existing fixed income securities typically declines. Changes in interest rates may also impact the income generated by fixed income investments. Inflation Risk Inflation may reduce the purchasing power of investment returns over time. Manager Risk When third-party investment managers, strategists, or model portfolios are utilized, their investment decisions may not perform as expected, which could result in losses. Retirement Plan / ERISA Fiduciary Risk When providing services to retirement plans governed by the Employee Retirement Income Security Act of 1974 (“ERISA”), TVAMP may act as either a non-discretionary fiduciary under ERISA §3(21) or a discretionary investment manager under ERISA §3(38), depending on the agreement with the plan sponsor. In these roles, TVAMP provides investment recommendations or investment management services to the plan. Liquidity Risk Certain investments may be difficult to sell quickly without significantly affecting the market price, particularly during periods of market stress. Concentration Risk Portfolios that are concentrated in a particular security, industry, or asset class may experience greater volatility and risk of loss than more diversified portfolios. ETF and Mutual Fund Risk 12 TVAMP, LLC Disclosure Brochure Appendix  Investments in exchange-traded funds and mutual funds are subject to the risks of the underlying securities held by the fund as well as the investment decisions of the fund manager. These investments also include management fees and other expenses that reduce returns. Margin Risk When securities are purchased on margin, clients borrow funds from a broker-dealer to purchase securities using the securities in the account as collateral. The use of margin magnifies both gains and losses and increases the volatility of the account. If the value of the securities in a margin account declines, the client may be required to deposit additional funds or securities to maintain the required equity level. If a margin call is not met, the broker-dealer may liquidate securities in the account without prior notice. Digital Asset-Linked Investment Risk Certain investment vehicles, such as exchange-traded funds that track bitcoin or other digital asset benchmarks, may provide indirect exposure to digital assets. These investments may experience heightened volatility, regulatory uncertainty, liquidity constraints, and tracking error risk relative to the underlying asset. Voting Client Securities TVAMP does not vote proxies on your behalf. You should read through the information provided with the proxy-voting documents and make a determination based on the information provided. If requested, we may provide limited clarifications of the issues presented in the proxy voting materials based on our understanding of issues presented in the proxy-voting materials. However, you have the ultimate responsibility for making all proxy-voting decisions. With respect to assets managed by any outside money manager, we do not vote the proxies associated with these assets. You need to refer to each outside money manager’s disclosure brochure to determine whether the outside money manager will vote proxies on your behalf. You may request a complete copy of sub-advisor’s proxy voting policies and procedures as well as information on how your proxies were voted by contacting us at the address or phone number indicated on Page 1 of this disclosure document. Item 7 – Client Information Provided to Portfolio Managers Periodically we may need to provide certain financial information about clients to a portfolio manager. This requirement may be necessary when working with an investment that has certain net worth or income requirements. This information may be supplied to the portfolio manager each year as necessary. The information is only provided to establish financial suitability/wherewithal for the specific investment. Item 8 - Client Contact with Portfolio Managers Our TVAMP Program primarily utilizes pooled investment vehicles which have investment/portfolio managers. These managers are not typically available to our clients for direct contact. We have relationships with those managers’ companies and each provides us with points of contact so that we can obtain important information, updates and analysis necessary and relevant for our portfolio decision making process. Periodically we may be in direct contact with an investment’s manager to obtain their view on certain market events. This meeting usually does not include clients. 13 TVAMP, LLC Disclosure Brochure Appendix  Sometimes, however, we may offer a workshop or seminar in which we bring in a portfolio manager. That manager may give his/her overall market outlook and discuss some attributes of the portfolio. These workshops or seminars are for general educational purposes only. Item 9 - Additional Information Disciplinary Information We have no legal or disciplinary events that are material to your evaluation of our business or the integrity of our management. Therefore, this item is not applicable to our brochure. Other Financial Industry Activities and Affiliations TVAMP is not and does not have a related person that is a broker/dealer, municipal securities dealer, government securities dealer or broker, an investment company or other pooled investment vehicle (including a mutual fund, closed-end investment company, unit investment trust, private investment company or "hedge fund," and offshore fund), another investment adviser or financial planner, a futures commission merchant, commodity pool operator, or commodity trading advisor, a banking or thrift institution, a lawyer or law firm, a pension consultant, a real estate broker or dealer, and a sponsor or syndicator of limited partnerships. We are an independent registered investment registered advisor and only provide investment advisory services. We are not engaged in any other business activities and offer no other services except those described in this Disclosure Brochure. However, while we do not sell products or services other than investment advice, our representatives may sell other products or provide services outside of their role as investment advisor representatives with us. Registered Representative of a Broker-Dealer Our representatives are also registered representatives of LPL Financial, a securities broker-dealer. You may work with your investment adviser representative in his or her separate capacity as a registered representative of LPL Financial. When acting in his or her separate capacity as a registered representative, your investment adviser representative may sell, for commissions, general securities products such as stocks, bonds, mutual funds, exchange-traded funds, and variable annuity products to you. As such, your investment adviser representative may suggest that you implement investment advice by purchasing securities products through a commission-based brokerage account in addition to or in lieu of a fee-based investment-advisory account. This receipt of commissions creates an incentive to recommend those products for which your investment adviser representative will receive a commission in his or her separate capacity as a registered representative of a securities broker-dealer. Consequently, the objectivity of the advice rendered to you could be biased. You are under no obligation to use the services of our representatives in this separate capacity or to use LPL Financial and can select any broker/dealer you wish to implement securities transactions. If you select our representatives to implement securities transactions in their separate capacity as registered representatives, they must use LPL Financial. Prior to effecting any transactions, you are required to enter into a new account agreement with LPL Financial. The commissions charged by LPL Financial may be higher or lower than those charged by other broker/dealers. TVAMP Advisor Representatives Other Business Activities – Banking or Thrift Institutions 14 TVAMP, LLC Disclosure Brochure Appendix  TVAMP has established and will continue to establish marketing arrangements with banks and other depository institutions whereby investment advisory services of TVAMP may be marketed through these banks and other depository institutions, provided that such marketing is done in compliance with applicable SEC and state regulations. Further, TVAMP may have investment adviser representatives conducting business from and/or affiliated with a bank or other depository institution. These relationships may create compliance issues related to consumer protection. Insurance Agent TVAMP is licensed as an Insurance Agency with the state of Tennessee and Ohio. In January of 2023 TVAMP became a licensed Insurance Agency with the State of Georgia. In 2024 TVAMP became licensed as a nonresident Insurance Agency with the State of Texas and Florida. You may work with your investment adviser representative in his or her separate capacity as an insurance agent though the TVAMP agency. You may work with your investment adviser representative in his or her separate capacity as an insurance agent. When acting in his or her separate capacity as an insurance agent, the investment adviser representative may sell, for commissions, general disability insurance, life insurance and annuities to you. As such, your investment adviser representative in his or her separate capacity as an insurance agent, may suggest that you implement recommendations of TVAMP by purchasing disability insurance, life insurance or annuities. This receipt of commissions creates an incentive for the representative to recommend those products for which your investment adviser representative will receive a commission in his or her separate capacity as an insurance agent. Consequently, the advice rendered to you could be biased. You are under no obligation to implement any insurance or annuity transaction through your investment adviser representative. TVAMP Tax TVAMP is affiliated with TVAMP Tax, an accounting firm that prepares tax returns, through common ownership. This is a conflict of interest. TVAMP has an incentive to recommend TVAMP Tax to provide tax services to its clients because it is an affiliate of TVAMP. Additionally, the compensation paid to TVAMP Tax is based on the client’s assets managed by TVAMP. We mitigate this conflict by ensuring the recommendation to use TVAMP Tax is in the clients’ best interest Code of Ethics Summary An investment advisor is considered a fiduciary and has a fiduciary duty to all clients. TVAMP has established a Code of Ethics to comply with the requirements of the securities laws and regulations that reflects its fiduciary obligations and those of its supervised persons. The Code of Ethics also requires compliance with federal securities laws. TVAMP’s Code of Ethics covers all individuals that are classified as “supervised persons”. All employees, officers, directors and investment advisor representatives are classified as supervised persons. TVAMP requires its supervised persons to consistently act in your best interest in all advisory activities. TVAMP imposes certain requirements on its affiliates and supervised persons to ensure that they meet the firm’s fiduciary responsibilities to you. The standard of conduct required is higher than ordinarily required and encountered in commercial business. This section is intended to provide a summary description of TVAMP’s Code of Ethics. If you wish to review the Code of Ethics in its entirety, you should send a written request and upon receipt of your request, a copy of the Code of Ethics will promptly be provided to you. Affiliate and Employee Personal Securities Transactions Disclosure 15 TVAMP, LLC Disclosure Brochure Appendix  TVAMP or associated persons of the firm may buy or sell for their personal accounts, investment products identical to those recommended to clients. This creates a potential conflict of interest. It is the express policy of TVAMP that all persons associated in any manner with our firm must place clients’ interests ahead of their own when implementing personal investments. TVAMP and its associated persons will not buy or sell securities for their personal account(s) where their decision is derived, in whole or in part, by information obtained as a result of employment or association with our firm unless the information is also available to the investing public upon reasonable inquiry. We are now and will continue to be in compliance with applicable state and federal rules and regulations. To prevent conflicts of interest, we have developed written supervisory procedures that include personal investment and trading policies for our representatives, employees and their immediate family members (collectively, associated persons): • Associated persons cannot prefer their own interests to that of the client • Associated persons cannot purchase or sell any security for their personal accounts prior to implementing transactions for client accounts • Associated persons cannot buy or sell securities for their personal accounts when those decisions are based on information obtained as a result of their employment, unless that information is also available to the investing public upon reasonable inquiry • Associated persons are prohibited from purchasing or selling securities of companies in which any client is deemed an “insider” • Associated persons are discouraged from frequent personal trading • Associated persons are generally prohibited from serving as board members of publicly traded companies unless an exception has been granted TVAMP’s Chief Compliance Officer. Any associated person not observing our policies is subject to sanctions up to and including termination. Account Reviews and Reviewers Account reviews are made on a regular basis during a calendar year. Account reviews will include investment strategy and objectives review and making a change if strategy and objectives have changed. Reviews are conducted by the investment advisor representative assigned to the account with reviews performed in accordance with your investment goals and objectives. Managed accounts are reviewed at least quarterly. While the calendar is the main triggering factor, reviews can also be conducted at your request. Accounts established and maintained with other third-party money managers are reviewed at least quarterly, usually when statements and/or reports are received from the money manager. Our financial planning services may terminate upon the presentation of the written plan or may continue depending on the arrangement with the client. Our financial planning and consulting services do not include monitoring the investments of your account(s), and therefore, there’s no ongoing review of your account(s) under such services. Statements and Reports 16 TVAMP, LLC Disclosure Brochure Appendix  For our asset management services, you are provided with transaction confirmation notices and regular quarterly account statements directly from the qualified custodian. Additionally, TVAMP may provide position or performance reports to you quarterly and upon request. Whether reports by outside money manager are provided to you will depend upon the outside money manager. Financial planning clients will receive reports as agreed between you and our firm, which may include a comprehensive written plan and progress reports over time. You are encouraged to always compare any reports or statements provided by us, a sub-advisor or third- party money manager against the account statements delivered from the qualified custodian. When you have questions about your account statement, you should contact our firm and the qualified custodian preparing the statement. Client Referrals and Other Compensation TVAMP has entered into agreements with various parties (Referring Parties) to refer clients to TVAMP. If a referred client enters into an investment advisory agreement with TVAMP, a cash referral fee is paid to the referring party, which is based upon a percentage of the client advisory fees that are generated. The referral agreements between any referring party and TVAMP will not result in any charges to clients in addition to the normal level of advisory fees charged. When a client is referred to us by a referring party, the referring party provides the client with a copy of our Disclosure Brochure as required by the Investment Advisers Act of 1940. At or before the time of the referral, the client will also receive a separate promoter disclosure describing the referring party’s relationship with TVAMP and the compensation paid, as required by Rule 206(4)-1 under the Investment Advisers Act of 1940 (the “Marketing Rule”). If the referring party is an unaffiliated registered investment adviser firm, then the client will also receive a copy of the referring party’s Form ADV Part 2 Disclosure Brochure. If a referred client enters into an investment advisory agreement with TVAMP, a referral fee is paid to the referring party. The referral relationship will not result in clients being charged any fees over and above the normal advisory fees charged for the advisory services provided. The referral agreements between TVAMP and referring parties are in compliance with the Marketing Rule and applicable state securities rules governing compensated referral arrangements Marketing Arrangements with Financial Institutions TVAMP has established and will continue to establish marketing arrangements with banks, credit unions and other financial institutions. In certain circumstances, investment advisory services of TVAMP may also be marketed through these banks, credit unions and other financial institutions, provided that such marketing is done in compliance with applicable SEC and state regulations. Further, TVAMP may have Advisor Representatives conducting business from and/or affiliated with a bank or other financial institution. As a result of these marketing agreements, the financial institution may receive compensation representing payment for the use of the facilities and equipment of the financial institution(s), in the form of program support or rent payment and/or a portion of advisory fees or securities commissions paid to the representatives for sales to customer/members of the financial institution. These relationships may create compliance issues related to consumer protection. 17 TVAMP, LLC Disclosure Brochure Appendix  The joint guidelines of regulators of the depository institution call for, at a minimum, both written and verbal disclosure at or prior to the time securities products are purchased or sold that such securities products: • Are not insured by the Federal Deposit Insurance Corporation (FDIC) or National Credit Union Share Insurance Fund, the Federal Deposit Insurance Corp., the National Credit Union Administration, or any other federal or state deposit guarantee fund or other government agency; • Not endorsed or guaranteed by the bank or credit union or their affiliates; • Are not deposits or obligations of the depository institutions and are not guaranteed by the depository institutions; • Investments and securities are subject to investment risks, including possible loss of principal invested. Broker Dealer Additional Compensation TVAMP and/or its Dually Registered Persons are incented to join and remain affiliated with LPL Financial (“LPL”) and to recommend that clients establish accounts with LPL Financial through the provision of Transition Assistance (discussed in Item 12 above). LPL also provides other compensation to TVAMP and its Dually Registered Persons, including but not limited to, bonus payments, repayable and forgivable loans, stock awards and other benefits. The receipt of this compensation creates a financial incentive for TVAMP and its dually registered persons to recommend LPL Financial as custodian for client assets and to utilize advisory programs, services, and investment products available through LPL’s platform. This creates a conflict of interest because these incentives may influence recommendations made to clients. TVAMP addresses this conflict through its fiduciary duty to act in the client’s best interest and through supervisory oversight of investment recommendations. Promoter Arrangement with an Online Referral Platform TVAMP has entered into a written referral agreement with an unaffiliated SEC-registered investment adviser that operates an online referral platform (the “Promoter”). The Promoter refers prospective clients to TVAMP through its online platform. If you are referred by the Promoter and engage TVAMP for advisory services, TVAMP pays the Promoter a referral fee based on a percentage of the advisory fees TVAMP receives from you. For asset-based advisory relationships, this compensation continues for the duration of the advisory relationship. For fixed- fee or hourly engagements, the referral compensation is paid for a limited period as specified in the referral agreement. The referral fee is paid solely by TVAMP and does not result in any additional charge to you or increase the advisory fee you pay. The Promoter is not authorized to provide investment advice on behalf of TVAMP or to bind TVAMP in any manner. An advisory relationship is established only upon execution of a written agreement between you and TVAMP. This arrangement creates a conflict of interest because TVAMP shares advisory revenue with the Promoter for referred clients. The Promoter also has an incentive to recommend TVAMP because it receives compensation from TVAMP. Clients are under no obligation to engage TVAMP for advisory services. The Promoter also serves as a sub-adviser for certain TVAMP client accounts outside the TVAMP Program, as described in Items 4, 5 and 10 of TVAMP's Form ADV Part 2A Disclosure Brochure. 18 TVAMP, LLC Disclosure Brochure Appendix  Additional Compensation TVAMP’s primary compensation for advisory services consists of the fees described in Item 5 of this Disclosure Brochure. As described in Item 14, TVAMP may compensate third parties for client referrals. TVAMP does not receive additional third-party compensation in connection with providing investment advice, except as disclosed in this Brochure. Please refer to Item 5 (Fees and Compensation), Item 10 (Other Financial Industry Activities and Affiliations), Item 12 (Brokerage Practices), and Item 14 (Client Referrals and Other Compensation) for additional information regarding compensation and related conflicts of interest. From time to time, TVAMP or its representatives may receive expense reimbursements for travel and/or marketing expenses from distributors or sponsors of investment or insurance products. Travel reimbursements are typically associated with attendance at due diligence or investment training events hosted by product sponsors. Marketing reimbursements may include support for costs related to client events, seminars, advertising, or educational materials. Although these reimbursements are not conditioned upon the achievement of specific sales quotas, they are generally provided by sponsors whose products are used or may be used by clients. This creates a conflict of interest because it presents an incentive to recommend certain products or services. TVAMP addresses this conflict by basing all investment recommendations on the individual needs, objectives, and best interests of its clients. Financial Information This item is not applicable to this brochure. TVAMP does not require or solicit prepayment of more than $1,200 in fees per client, six months or more in advance. Therefore, we are not required to include a balance sheet for the most recent fiscal year. We are not subject to a financial condition that is reasonably likely to impair our ability to meet contractual commitments to clients. Finally, TVAMP has not been the subject of a bankruptcy petition at any time. 19 TVAMP, LLC Disclosure Brochure Appendix  Additional Locations 6154 Popes Creek Place Haymarket, VA 703-754-2839 11566 Chapman Highway Seymour, TN 37865 (865) 577-1922 4273 Olde Mill Ln NE Atlanta, GA 30342 306 Main Street Jacksboro, TN 37757 (423) 566-4000 1113 Hunter’s Crossing Alcoa, TN 37701 (865) 226-9982 1339 Volunteer Parkway Bristol, TN 37620 (865)544-5400 (865) 544-5400 662 E. Broadway Blvd 2004 N. Roan Street Jefferson City, TN 37760 Johnson City, TN 37601 (865) 544-5400 (865) 544-5400 2518 E. Stone Drive 4611 Kingston Pike Kingsport, TN 37660 Knoxville, TN 37919 (865) 544-5400 (865) 544-5400 31 Market Square 7459 Maynardville Pike Knoxville, TN 37902 Knoxville, TN 37938 (865) 544-5400 (865) 544-5400 4118 Asheville Hwy 1974 Town Center Blvd Knoxville, TN 37914 Knoxville, TN 37922 (865) 544-5400 (865) 544-5400 1316 Wilson Rd 4520 Greenway Drive Knoxville, TN 37912 Knoxville, TN 37918 (865)544-5400 (865)544-5400 455 Market Drive 2325 Market Place Drive Lenoir City, TN 37771 Maryville, TN 37801 (865) 544-5400 (865)544-5400 3101 Millers Point Drive 5327 Winner’s Circle Rd Morristown, TN 37813 Morristown, TN 37813 (865)544-5400 (865)544-5400 20 TVAMP, LLC Disclosure Brochure Appendix  ADDITIONAL LOCATIONS – continued 4310 Winkler Ave 1916 Roane State Highway Morristown, TN 37814 Harriman, TN 37748 (865)544-5400 (865)544-5400 1037 Middlecreek Rd 7210 Chapman Hwy Sevierville, TN 37862 Knoxville, TN 37920 (865)544-5400 (865)544-5400 5271 Highway 11E Piney Flatts, TN 37686 (865) 544-5400 7515 Central Avenue Pike Powell, TN 37849 (865) 544-5400 11490 Parkside Drive 102 N Seven Oaks Drive Farragut, TN 37934 Knoxville, TN 37922 (865)544-5400 (865)544-5400 711 W 1st North St. Morristown, TN 37814 (423) 616-0182 21 TVAMP, LLC Disclosure Brochure Appendix